investment philosophy

The key elements underlying our philosophy are:

Income is a key driver in generating long term performance in property, providing a stable and significant proportion of total returns over the long term. Securing and increasing income is therefore vital

An understanding of tenant requirements is fundamental to maintaining occupancy

Property is a real asset that must be actively managed to deliver sustainable returns

Rigorous Investment Process

Identify risks and opportunities at each stage of the process, from stock selection to asset management

Analyse portfolios and assets against each fund or client’s risk return profile and investment objectives on a continual basis

This process is overseen by Kiran Patel, CIO and acting CEO, and Richard Lake, Global Head of Investment Risk, who act as ‘guardians’ of the investment process.

Research

Our in-house research adds significant value at the macro and micro level, identifying opportunities, risks, trends and pressures in both the occupational and capital markets. Through the production of pricing models they are able to identify drivers of performance to compare relative risk at the individual asset and portfolio level allowing value judgements and investment plans to be prepared or updated.